71 West Capital Partners 13F 持仓 · 2026年Q2
71 West Capital Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 382 只证券，申报市值合计 28.92 亿美元。前几大持仓：IWF（15.05%）、IWD（10.95%）、VTV（6.35%）。本季前 25 大持仓中：增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | $435.2M | 15.05% | 3.5M | 增持 |
| 2 | IWD | ISHARES TR | $316.8M | 10.95% | 1.3M | 增持 |
| 3 | VTV | VANGUARD INDEX FDS | $183.8M | 6.35% | 843,239 | 减持 |
| 4 | XLK | SELECT SECTOR SPDR TR | $170.6M | 5.90% | 895,570 | 增持 |
| 5 | VGT | VANGUARD WORLD FD | $129.7M | 4.48% | 1.1M | 增持 |
| 6 | VUG | VANGUARD INDEX FDS | $121.2M | 4.19% | 1.4M | 增持 |
| 7 | AAPL | APPLE INC | $105.4M | 3.64% | 364,276 | 增持 |
| 8 | NVDA | NVIDIA CORPORATION | $96.2M | 3.33% | 480,811 | 增持 |
| 9 | SPYV | SPDR SERIES TRUST | $65.2M | 2.25% | 1.1M | 减持 |
| 10 | IEFA | ISHARES TR | $63.4M | 2.19% | 656,894 | 增持 |
| 11 | GOOGL | ALPHABET INC | $53.5M | 1.85% | 149,745 | 增持 |
| 12 | SPYG | SPDR SERIES TRUST | $52.4M | 1.81% | 440,278 | 减持 |
| 13 | SPY | STATE STR SPDR S&P 500 ETF T | $52.1M | 1.80% | 69,822 | 增持 |
| 14 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.5M | 1.78% | 107,833 | 增持 |
| 15 | JPM | JPMORGAN CHASE & CO | $44.6M | 1.54% | 136,313 | 增持 |
| 16 | ASML | ASML HLDG NV | $35.3M | 1.22% | 17,766 | 增持 |
| 17 | BAC | BANK OF AMER CORP | $34.5M | 1.19% | 605,779 | 增持 |
| 18 | CRWD | CROWDSTRIKE HLDGS INC | $32.2M | 1.11% | 42,171 | 增持 |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $31.5M | 1.09% | 441,918 | 减持 |
| 20 | BRKB | BERKSHIRE HATHAWAY INC DEL | $31.2M | 1.08% | 62,290 | 增持 |
| 21 | RTX | RTX CORPORATION | $31.2M | 1.08% | 164,546 | 增持 |
| 22 | MSFT | MICROSOFT CORP | $30.9M | 1.07% | 82,863 | 增持 |
| 23 | AMZN | AMAZON COM INC | $29.4M | 1.02% | 123,216 | 增持 |
| 24 | EFA | ISHARES TR | $29.6M | 1.02% | 285,242 | 增持 |
| 25 | GOOG | ALPHABET INC | $26.7M | 0.92% | 75,689 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR